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Experience: Principal, Financial Discovery Group, retirement planning, tax and estate emphasis Financial planner and tax supervisor at a mid-sized local wealth management & CPA firm Tax, accounting and business advisor at a local CPA firm Professional tennis player Education: Certifications: Awards: |
Experience: Principal, Financial Discovery Group, investment emphasis Investment and financial planning advisor to the highest net worth clients at one of the nation's largest fee-only financial planning firms US Army Reserve Officer Professional Mechanical Engineer Education: Certifications: Awards: Professional Affiliations:
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Nicole L. Wright
Experience: Junior Family Wealth Advisor to ultra-high net worth clients at the nation's largest fee-only multi-family office Financial planning associate at one of the nation's largest fee-only financial planning firms Education: Certifications:
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